Senior Associate, Treasury Management Associate
Overview
The role of Treasury Management Associate (TMA) is aligned to one or more Commercial Banking business segments. The TMA provides primary sales support to meet new business generation and revenue retention targets. Responsibilities include:
- Assisting with sales call preparation by performing tasks such as preparing account schematics, pricing proformas, proposal documentation, and providing inputs into sales/relationship review presentations.
- Aiding in client acquisition and strengthening existing relationships by identifying client needs.
- Preparing, reviewing, and executing treasury management documentation in accordance with Capital One’s policies and procedures.
- Ensuring appropriate credit approval for selected products to maintain compliance.
- Coordinating with internal partners to facilitate successful implementation, product ramp-up, and accurate billing of products and services.
- Liaising with Client Services, Implementations, and other partner teams to assist clients in navigating the bank.
- Routing client service issues to appropriate partners for completion and communicating ownership back to stakeholders.
- Supporting Treasury Management Sales in relationship planning, gathering information regarding prospects and existing clients, and updating pipeline as needed.
- Managing risk management responsibilities associated with the assigned portfolio.
Desired Attributes & Skills
- A proactive client-first approach.
- Timely and error-free work.
- Able to balance competing priorities with solid follow-up.
- Strong oral and written communication skills.
- Established business acumen.
Basic Qualifications
- A high school diploma, GED, or equivalent certification.
- At least 2 years of financial services, commercial bank, or client service experience.
Preferred Qualifications
- A bachelor’s degree or military experience.
- At least 1 year of experience with treasury management products.
Salary Information
Baton Rouge, LA: $80,800 - $92,200 for Sr. Treasury Management Associate.
Benefits
Capital One offers a comprehensive, competitive, and inclusive set of health, financial, and other benefits that support your total well-being. Learn more at the Capital One Careers website.
Application Process
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.
Equal Opportunity Employer
Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace.
Technical Support
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com.
Third-Party Products and Services
Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe, and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Internship and Rotation Programs
- Commercial Internship Program - Summer 2027
- Commercial Rotation Program Associate - 2027
Other Roles
- Core Ops Data Integrity Reviewer (QC)
- Principal Associate, Underwriting, Portfolio, and Loan Management